AARP Article: Making a Will in the COVID-19 Era
Before you consider the DIY route, know all the facts
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by Amanda Singleton
The coronavirus pandemic has many people deeply concerned about their health and wondering what will happen to their loved ones if they contract the virus. For so many, the eventuality of death seems...
Forbes Article: Eight Estate Planning Strategies In A COVID-19 World
By: Christine Fletcher, Contributor
The reality of COVID-19 has forced many individuals to address the “what if” scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.
Most of us have fortunately never dealt with...
MarketWatch Opinion: When does it make sense to take Social Security at 62?
By: Howard Gold
t’s best to wait until you’re 70 to start taking Social Security retirement benefits — even if it means tapping into your retirement assets at the bottom of a bear market. Why? Because the guaranteed, risk-free 8% annual Social Security benefit increase...
Everything You Need to Know About Massachusetts’ Estate Tax
Whenever a Massachusetts resident passes away with over $1 million in assets, the state will impose an estate tax. The estate tax is progressive, and the highest estate tax rate is 16 percent. If you’re a resident of the Bay State and you’re interested in passing on as much of...
Notarizing and Witnessing Legal Documents During the Coronavirus Pandemic
Most Americans do not have a Last Will & Testament or any type of estate planning document in place. The coronavirus pandemic has inspired many Southeastern Massachusetts residents to get their estate planning affairs in order. Whether you are finalizing your will, trust, health care proxy, advance health care directive,...
The Benefits of an Advance Medical Directive During COVID-19
As of the end of July, more than 150,000 people have died from the coronavirus in the United States. Over 4.4 million people have been diagnosed with the coronavirus. Most people who contract the coronavirus recover from the virus without any lasting side effects. Unfortunately, coronavirus can also cause perilous symptoms....
Are You 50+? Now is a Good Time to Begin Thinking About Long-Term Care
Think about it before you need to think about it.
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Yes, it might seem crazy to start thinking about a possible future when you're infirmed and need long-term health care if you're only in your 50s. You're young, or relatively young, and healthy. But that's the point: You...
Is your Child or Grandchild Leaving for College this Fall?
Alice and Mark drove John out to Worcester and dropped him off at his dorm. The college was about two hours from their home on Cape Cod. Once he was moved in, Alice gave him a tearful goodbye. Things seemed to be going well that first semester of college. They talked and...